Northbrook Illinois | Madison Wisconsin Locations

About Us

About Us at Oak Wealth Advisors, LLC

From the day we began our firm, we have operated as a fiduciary firm. View our Fiduciary Manifesto here.

Video: Why Do the Employees of Oak Wealth Advisors Love the Work That We Do


Biography of Michael C. Walther II CPA/PFS, CFP , CFA, Founder, President & Managing Member, as a Certified Financial Planner
Mike Walther
President & Managing Member

Mike assists families in their efforts to provide their loved ones with special needs with the financial resources and other supports necessary to live their lives to their fullest potential.     email

    Biography Photo Ryan McGuire
    Ryan McGuire
    Senior Consultant & Director of Innovation

    Ryan provides families with financial services that are practical and coordinated, while aligning any resources that may help them or their loved ones with special needs live fulfilling lives.

      Randi Gillespie
      Randi Gillespie
      Director Special Needs Services

      Randi, as someone who navigates the complexities of the special needs world on behalf of her family, hopes to simplify the complex for other families with loved ones with special needs.     email

        Jan Gargula Director Office Operations
        Jan Gargula
        Director Office Operations

        Jan enhances our service to our clients. She interacts with clients and our other trusted relationships on a regular basis. She ensures prompt responses to client inquiries and simplified paperwork related to their investment management.     email

          Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions. View Our Special Needs Services.